here were some important changes in the California conservatorship law enacted by the Conservatorship Reform Act of 2006 that have recently taken effect. These changes will affect Conservators here in Alameda County and Contra Costa County.

Regarding what documents Conservators must request and save, the new rules are as follows:

  1. Original bills from care facilities. Conservators now must save the original monthly statement/invoice from the assisted living facility or skilled nursing facility for inclusion in the documents filed with an accounting.
  2. Original bank statements. Conservators must also retain original bank statements, and include them in the documents filed with an accounting. For most Conservators, the Court requires the filing of the original bank statements only for the beginning of the account period and the end. However, if you are a professional fiduciary, the Court requires that all original bank statements for the entire account period be either filed or lodged (depending upon the County), with the Court.